Cov neeg muag khoom ntawm lub laptop tau txiav rov qab ntawm LCD vaj huam sib luag xaj los ntawm 1Q 2022 vim qhov kev xav tau poob hauv PC lag luam thiab nce cov khoom lag luam siab.Txawm hais tias cov ntsiav tshuaj LCD vaj huam sib luag xav tau tseem nce 2% lub quarter-dhau-quarter (QoQ) los ntawm 4Q 2021, nws 60.8 lab cov khoom xa tuaj peb lub hlis twg tseem yog 10 lab qis dua 2020-2021 keeb kwm qhov nruab nrab, uas sawv cev rau qhov kev thov tsis muaj zog yog pib xyoo 2022.
Xav txog lub caij nyoog muag qeeb thiab qhov tseem ceeb ntawm kev zom cov khoom muag, kev kwv yees rau xyoo 2022 cov qauv tshiab ntawm cov ntsiav tshuaj yog kev saib xyuas.Thiab txawm tias lub sijhawm pib tau raug thawb rov qab los ntawm 2Q 2022 (feem ntau txhua xyoo) mus rau nruab nrab-2022 lossis Q3 2022.
LCD vaj huam sib luag thov rau cov ntsiav tshuaj hauv 2022 yuav tsum poob rau 2020 qib
Tablet 1: Tablet LCD vaj huam sib luag xa khoom thiab kev kwv yees
Nco tseg: LCD vaj huam sib luag xa khoom rau 7-nti thiab cov ntsiav tshuaj loj dua yuav tsum hloov pauv hauv 2022.
Peb lub hlis twg cov ntsiav tshuaj xa khoom los ntawm 2Q 2022 txog 4Q 2022 tsuas yog xav kom ncav cuag 58 txog 60 lab units, uas txhais tau hais tias qhov kev thov los ntawm cov neeg siv khoom lag luam thiab cov khoom siv tsis muaj npe yuav zoo li kev saib xyuas.Raws li qhov tshwm sim, kev kwv yees rau cov ntsiav tshuaj LCD vaj huam sib luag xa khoom hauv xyoo 2022 tau qis dua mus rau 240 lab units, sawv cev rau ib xyoos ib zaug (YoY) txo qis ntawm 14 feem pua los ntawm 2021. Tom qab peb xyoos sib law liag ntawm kev loj hlob hauv 2019, kev xa khoom xav tau rov qab mus rau qib 2020 hauv 2022.
Samsung pib tsim cov 10.51-nti vaj huam sib luag ntawm 4Q 2021. Innolux Optronics thiab HannStar Display muab cov LCD modules rau cov ntsiav tshuaj uas yog hloov kho dua tshiab rau 10.36-nti qauv.Samsung pib npaj yuav ntxiv ob tus neeg xa khoom BOE thiab HKC rau 10.51-nti ntsiav tshuaj ntawm 1Q 2022, tab sis cov phiaj xwm tseem tab tom tos.
Hloov chaw ntawm kev xaiv nws ob tus neeg xa khoom tam sim no, BOE thiab HannStar, Amazon tau xaiv HKC ua nws tus neeg xa khoom rau 8-nti zaub vaj huam sib luag thaum lub Tsib Hlis 2022. Yog li ntawd, qhov ntim ntawm 8-nti panels yuav hloov ntawm 2H 2022 tom qab HKC kev koom tes.HKC tseem tab tom yuav pib tsim khoom loj ntawm 10.1-nti vaj huam sib luag rau Amazon nrog 3Q 2022.
Vim tias qhov kev thov qeeb qeeb, Lenovo thaum kawg tau tshaj tawm cov ntsiav tshuaj 11-nti tshiab nyob rau lub Peb Hlis 2022, tsis yog 4Q 2021. Innolux muab cov khoom vaj huam sib luag rau 11-nti ntsiav tshuaj.Thiab Lenovo tab tom nrhiav rau lwm lub vaj huam sib luag rau nws 2022 11-nti ntsiav tshuaj thiab tam sim no nyob rau hauv kev sib cuag nrog HKC.Table 2: Cov qauv ntsiav tshuaj tam sim no thiab cov chaw muag khoom vaj huam sib luag hauv 2022
Kev piav qhia: Cov phiaj xwm ntsiav tshuaj tseem tuaj yeem hloov pauv.
Raws li cov hom ntsiav tshuaj loj cov phiaj xwm rau cov qauv tshiab hauv 2022, feem ntau ntawm lawv npaj yuav tsim cov ntsiav tshuaj LTPS nrog 11 ntiv tes thiab siab dua, tshwj xeeb tshaj yog nyob rau hauv ntau thiab tsawg xws li 11, 11.45 thiab 12.4 ntiv tes.Lub caij no, cov qauv tshiab ntawm 11inch thiab 11.2 nti ntsiav tshuaj ntawm OLED panels tau ua haujlwm.Nyob rau hauv sib piv rau cov kwj tsis tu ncua ntawm cov ntsiav tshuaj tshiab siv LTPS thiab OLED panels, yuav luag tsis muaj manufacturers muaj ib qho kev npaj los qhia A-SI thiab oxide panels.Tam sim no, tsuas yog cov khoom lag luam nrog A-SI panels ntawm kev ua lag luam yog 10.6-nti qauv los ntawm Lenovo thiab Xiaomi.
Lenovo zoo li qhov hnyav tshaj plaws ntawm ntau lub tuam txhab uas npaj yuav tsim cov ntsiav tshuaj tshiab hauv 2022. Tus tshiab 2H 2022 tseem yuav tsom mus rau 11 nti thiab sab saud siv OLED LTPS thev naus laus zis.Huawei thiab Xiaomi tseem npaj yuav nthuav tawm 11-nti tshiab thiab cov ntsiav tshuaj loj dua hauv 3Q22.
Raws li qhov kev thov tau ploj mus nyob rau nruab nrab-rau-tsawg kawg ntawm kev ua lag luam, tag nrho cov ntsiav tshuaj tseem ceeb tau sim thawb ntu ntu siab hauv xyoo 2022. Yog li ntawd, qhov loj ntawm 11 ntiv tes thiab siab dua, OLED / LTPS thev naus laus zis, 2.5K daws teeb meem. , thiab stylus muaj nuj nqi yuav yog lub ntsiab nta ntawm 2H22 ntsiav tshuaj tshiab.Tab sis feem ntau cov lag luam tseem txhawj xeeb tias cov ntsiav tshuaj qib siab muag yuav tsis zoo rau xyoo no yog tias kev lag luam macroeconomic poob qis ntxiv.
Table 3: Cov qauv ntsiav tshuaj tshiab thiab cov chaw muag khoom vaj huam sib luag rau xyoo 2022
Post lub sij hawm: Aug-02-2022